---
title: Werkheft Reviews
meta_title: 'Werkheft Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Werkheft works for a business like yours.
date_modified: '2026-09-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Werkheft Reviews
**Vendor:** Werkheft  
**Category:** [Invoice Management Software](https://www.g2.com/categories/invoice-management)
## About Werkheft
Werkheft is back-office software for German solar and tree care businesses with 1 to 10 employees. It covers on-site measurement, quotes, work reports and invoicing in one app. For solar businesses: a measurement app for PV roof surveys with photo and GPS, module and inverter templates, and the automatic zero VAT rate under Section 12 (3) UStG for residential systems up to 30 kWp. For tree care businesses: inspection reports based on the FLL guideline, mobile photo documentation as evidence, and automatic Section 35a cost splitting for the private customer tax deduction. Invoices meet Section 14 UStG, are archived to GoBD standards under Section 147 AO, and export in ZUGFeRD format for the e-invoicing obligation from 2027/2028. ZUGFeRD files are recognized by Datev, Lexware and sevDesk; a DATEV interface for tax advisors is included. The platform works offline with automatic sync. Servers are in Germany, GDPR-compliant. From EUR 20 per month, cancellable monthly.






- [View Werkheft pricing details and edition comparison](https://www.g2.com/products/werkheft/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-04+21%3A31%3A29+-0500&secure%5Bsession_id%5D=5f95a922-06cd-471b-bc77-eed8f1c1392f&secure%5Btoken%5D=8c182afb9bd93caf7aab3c121da185e1e038d073944a9ea6d222f907f4ccd3f8&format=llm_user)

## Werkheft Features
**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

## Top Werkheft Alternatives
  - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - 4.0/5.0 (7,055 reviews)
  - [Paylocity](https://www.g2.com/products/paylocity/reviews) - 4.4/5.0 (6,153 reviews)
  - [Webexpenses](https://www.g2.com/products/signifo-webexpenses/reviews) - 4.3/5.0 (2,371 reviews)

